JBA
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Johnson Bixby & Associates’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

Johnson Bixby & Associates’s Portfolio VTIP Stock Details VTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,895
Closed -$248K – 129
2025
Q3 		$248K Buy
4,895
+4
+0.1% +$201 0.03% 105
2025
Q2 		$246K Buy
+4,891
New +$244K 0.03% 106
2024
Q3 		– Sell
-5,166
Closed -$251K – 118
2024
Q2 		$251K Sell
5,166
-5,025
-49% -$242K 0.04% 96
2024
Q1 		$488K Sell
10,191
-7,482
-42% -$356K 0.08% 63
2023
Q4 		$839K Sell
17,673
-7,056
-29% -$334K 0.16% 49
2023
Q3 		$1.17M Sell
24,729
-10,563
-30% -$499K 0.24% 39
2023
Q2 		$1.67M Sell
35,292
-8,590
-20% -$409K 0.35% 33
2023
Q1 		$2.1M Sell
43,882
-8,861
-17% -$417K 0.46% 31
2022
Q4 		$2.46M Sell
52,743
-34,323
-39% -$1.64M 0.57% 28
2022
Q3 		$4.19M Sell
87,066
-17,412
-17% -$863K 1.05% 20
2022
Q2 		$5.24M Sell
104,478
-68,318
-40% -$3.46M 1.28% 19
2022
Q1 		$8.85M Sell
172,796
-68,455
-28% -$3.51M 2.28% 12
2021
Q4 		$12.4M Buy
241,251
+15,387
+7% +$801K 3.29% 11
2021
Q3 		$11.9M Buy
225,864
+4,098
+2% +$215K 3.44% 9
2021
Q2 		$11.6M Buy
221,766
+29,071
+15% +$1.52M 3.36% 9
2021
Q1 		$9.93M Buy
192,695
+30,357
+19% +$1.56M 3.14% 9
2020
Q4 		$8.29M Buy
+162,338
New +$8.26M 2.74% 10

Other funds holding VTIP

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Johnson Bixby & Associates's VTIP Position: Q4 2025 in Review

Johnson Bixby & Associates sold out of Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) in Q4 2025, closing a stake of 4,895 shares — an estimated $248K sold.

Johnson Bixby & Associates first reported a position in VTIP in Q4 2020 and held it in 17 quarters. The position peaked at $12.4M in Q4 2021. 894 funds tracked by Wall St. Rank hold VTIP as of Q4 2025.

  • Johnson Bixby & Associates reported no remaining Vanguard Short-Term Inflation-Protected Securities Index Fund position as of Q4 2025 after selling out during the quarter.
  • Johnson Bixby & Associates sold 4,895 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q4 2025, an estimated $248K.
  • Johnson Bixby & Associates first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q4 2020 and held it in 17 quarters.
  • Johnson Bixby & Associates's Vanguard Short-Term Inflation-Protected Securities Index Fund position peaked at $12.4M in Q4 2021.
  • 894 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q4 2025.

Based on Johnson Bixby & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.